Leadership Track Financial Advisor

5 days ago

New York, New York, United States Fox Talent Solutions Full time


Leadership-Track Financial Advisor / Team Leader

Location: New Jersey–based preferred (hybrid/remote flexibility)

Compensation: Base salary + overrides + production + long-term upside

Experience Level: 4–8+ years in financial services / insurance / advisory

The Opportunity

This is not a traditional financial advisor role.

Our client is looking for an experienced advisor who wants to build, lead, and grow a team, not just manage a personal book forever. This role is designed for someone who sees themselves as a future leader—someone who wants ownership, influence, and the ability to build a business within a business.

You will step into a leadership track where you continue producing while recruiting, developing, and leading advisors under you. Over time, this role evolves into a true senior leadership position with overrides, autonomy, and long-term earnings leverage.

What You'll Do

  • Build and lead your own team of financial advisors
  • Recruit, interview, hire, and develop advisors under your leadership
  • Continue personal production while growing team production
  • Leverage firm-provided recruiting support, LinkedIn outreach, and warm meetings
  • Network actively and develop your own pipeline of prospective advisors and clients
  • Mentor, coach, and guide team members toward growth and performance
  • Operate your own mini-practice with autonomy over how your team is built and run
  • Maintain visibility and leadership presence (NJ-based preferred, not office-dependent)

Who This Role Is For

This role is ideal for someone who:

  • Has 4–8+ years of experience in financial services, insurance, or advisory work
  • Is a solid producer but feels capped or boxed in by traditional firm structures
  • Has an entrepreneurial mindset and wants to build something bigger than themselves
  • Is interested in leadership, mentorship, and long-term business growth
  • May have some management experience—or a strong desire to step into leadership
  • Wants flexibility, autonomy, and a more sustainable path than high-pressure comp grids

This is not a fit for:

  • Brand-new advisors
  • Advisors who only want to manage their own book
  • Advisors seeking a pure salary role without business-building responsibility

Compensation & Structure

This role is customizable based on experience and fit.

Leadership-Track Compensation Options:

  • Base Salary to Start (designed to phase out after ~3 years)
  • Junior leadership option: Monthly draw + additional compensation
  • Overrides on advisors you recruit and lead
  • Ongoing personal production income
  • Long-term upside tied to team growth

Benefits:

  • Health benefits (company pays ~2/3 of premiums)
  • Firm-supported recruiting and business development resources

For Advisors With Existing Books

  • Forgivable note / upfront transition compensation available
  • Based on assets and production brought over
  • Example: upfront payment provided, forgiven through production during transition period

Why This Is Different

  • No inherited downline — every advisor under you is your hire
  • Freedom to build your team your way
  • Option to operate under your own DBA
  • Titles aligned with leadership and growth (Team Leader / Division Leader / District Agent)
  • Sustainable model focused on long-term success—not unrealistic production hurdles

The Bottom Line

If you're an experienced advisor who wants to lead, build, and grow, rather than grind endlessly for marginal comp increases, this is a rare opportunity to step into a leadership role with real upside and support.

If you're ready to think bigger than just your own book, we should talk.


  • Financial Advisor

    24 hours ago

    New York, New York, United States LPL Financial Full time

    Financial Advisor - Mid Hudson Valley Credit UnionYour career path should lead to real opportunityLPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Mid Hudson Valley Credit Union in Kingston, NY would allow you to join Mid Hudson Valley Credit Union...

  • Senior Wealth Advisor/Financial Planner

    2 days ago

    New York, New York, United States Prudential Financial Full time

    We are looking for Experienced Advisors to join our TeamYou've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we help you...

  • Financial Advisor

    19 hours ago

    New York, New York, United States Northwestern Mutual Full time

    We are looking for individuals looking to begin their careers with extensive support and training.You do not need to have a background in finance to get started.Because we provideaward-winning trainingand development, we give recent grads the opportunity to take on a new challenge without previous experience in the industry. You'll receive training through...

  • Financial Advisor Manager

    2 weeks ago

    New York, New York, United States TD Full time

    Work Location:New York, New York, United States of AmericaHours40Pay Details$119,600 - $178,880 USDTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow...

  • Financial Advisor Development Program

    2 weeks ago

    New York, New York, United States Northwestern Mutual Full time

    Financial Advisors at Northwestern Mutual's Midtown NYC Office help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential,...

  • Financial Advisor

    2 weeks ago

    New York, New York, United States TD Full time $78,280 - $117,520

    Work Location:Brooklyn, New York, United States of AmericaHours:40Pay Details:$78,280 - $117,520 USDTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to...

  • Strategic Sales Executive, CXO Consulting

    2 weeks ago

    New York, New York, United States CXO Advisor Full time

    About UsISMGis a leading B2B media and intelligence organization, serving the cybersecurity and enterprise technology space with a collaborative ecosystem of industry news, strategic education, and professional advisory services. We've recently launchedCXO Advisor, a pioneering consultative practice designed to help mid-size companies tackle their most...

  • Brokerage Services Financial Advisor

    2 weeks ago

    New York, New York, United States Bank of America Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

  • Financial Professional

    2 weeks ago

    New York, New York, United States Equitable Advisors Full time

    Equitable Advisorsis a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial...

  • City Advisor

    2 weeks ago

    New York, New York, United States Mayors Migration Council Full time

    Position:City Advisor, Mayors Migration CouncilLocation:New York City preferred, remote candidates (U.S or Global) consideredStatus:Full-time fixed-term employment for 12 months with possibility of extensionCompensation:USD$90,000-110,000, commensurate with experience and qualificationsBACKGROUNDThe Mayors Migration Council (MMC) is a mayor-led coalition...